Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT INC | 04-12-2024 | 03-31-2024 | 22 | 190,740,402 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 1 | $21,128,387 | 1,000,871 | 0.01 | 0.01 | 55,990 | 5.93 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $20,722,951 | 412,069 | 0.01 | 0.01 | 14,461 | 3.64 | 03-31-2024 |
| PGIM ETF TR | PGIM ULTRA SH BD | 3 | $18,403,204 | 371,373 | 0.01 | 0.01 | 14,554 | 4.08 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 4 | $17,925,644 | 204,374 | 0.01 | 0.01 | -3,007 | -1.45 | 03-31-2024 |
